Job description
The Client Service Associate is responsible for understanding firm policies, procedures and digital tools in order to best support new and existing clients. You will work alongside Financial Advisors to provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide guidance to clients as they navigate their finances.
The ideal candidate enjoys connecting with people, and will be able to provide insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – while also staying up to date on both company products and services, as well as broader trends in the industry. Our robust training program, paired with your passion for personal development and growth, will provide you the tools and knowledge you will need to be successful in this role.
Job Type: Full-time
Schedule:
- 8 hour shift
- Monday to Friday
- Overtime
Work Location: In person
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